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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,902 | $138,078-92.8% | $125,363-92.1% | $134,509-92.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -35.40% | 750.49%-785.9pp | 572.15%-607.5pp | 418.13%-453.5pp |
| Employer contribution / active EE | $2,279 | $5,245-56.5% | $4,815-52.7% | $4,741-51.9% |
| Participant deferral / active EE | $3,472 | $7,800-55.5% | $7,447-53.4% | $6,400-45.8% |
| Admin fee / account holder | $64 | $11,566-99.4% | $10,005-99.4% | $11,427-99.4% |